The Heiman-Walesch Group
Rick & Kim create financial strategies tailored to client’s unique needs and goals. With today's complex economic environment, investors must be equipped to respond to market changes, price volatility, political and global events. At the same time, investors must be ready to take advantage of opportunities and trends to help grow and preserve their wealth. Rick & Kim help clients focus on wealth transfer and tax minimization strategies by working closely with their personal estate attorneys and tax advisors. Before any financial decisions are made, they consider your whole life, taking the time to fully understand who you are and what matters most to you and your family. With this intimate knowledge, they are able to help you define your objectives and work with you to develop appropriate strategies designed to help you grow and preserve your wealth.
Rick & Kim create financial strategies tailored to client's unique needs and goals. With today's complex economic environment, investors must be equipped to respond to market changes, price volatility, political and global events. At the same time, investors must be ready to take advantage of opportunities and trends to help grow and preserve their wealth. Rick & Kim help clients focus on wealth transfer and tax minimization strategies by working closely with their personal estate attorneys and tax advisors. Before any financial decisions are made, they consider your whole life, taking the time to fully understand who you are and what matters most to you and your family. With this intimate knowledge, they are able to help you define your objectives and work with you to develop appropriate strategies designed to help you grow and preserve your wealth.
AAMS™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
